Coastal Bridge Advisors, LLC Diversified Active

CIK: 0001665976 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 15, 2024

Total Value ($000): $390,296 (100.0% shares, 0.0% debt)

Holdings (177)

BLACKSTONE STRATEGIC CRED 20 11.6%
Value ($000) $45,418 Shares 4,012,202 Est. Cost $13.68 Unrealized
LIONS GATE ENTMNT CORP 10.8%
Value ($000) $42,050 Shares 4,126,641 Est. Cost $15.89 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 6.7%
Value ($000) $26,048 Shares 473,773 Est. Cost $53.48 Unrealized
LZ LEGALZOOM COM INC 5.5%
Value ($000) $21,337 Shares 1,888,262 Est. Cost $19.22 Unrealized -43.4%
LIONS GATE ENTMNT CORP 4.2%
Value ($000) $16,435 Shares 1,507,773 Est. Cost $26.28 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $12,828 Shares 66,628 Est. Cost $97.28 Unrealized +87.9%
VNLA JANUS DETROIT STR TR 3.1%
Value ($000) $12,038 Shares 249,133 Est. Cost $49.85 Unrealized
FST TR NEW OPPORT MLP & ENE 3.0%
Value ($000) $11,584 Shares 1,683,712 Est. Cost $5.77 Unrealized
XOM EXXON MOBIL CORP 2.6%
Value ($000) $10,240 Shares 102,425 Est. Cost $51.83 Unrealized +88.3%
TH TARGET HOSPITALITY CORP 2.5%
Value ($000) $9,730 Shares 1,000,000 Est. Cost $6.01 Unrealized +105.7%
GBDC GOLUB CAP BDC INC 1.7%
Value ($000) $6,773 Shares 448,530 Est. Cost $9.41 Unrealized +21.7%
MSFT MICROSOFT CORP 1.7%
Value ($000) $6,502 Shares 17,291 Est. Cost $228.31 Unrealized +53.5%
ARES ARES MANAGEMENT CORPORATION 1.5%
Value ($000) $6,019 Shares 50,610 Est. Cost $16.58 Unrealized +518.1%
ABNB AIRBNB INC 1.5%
Value ($000) $6,012 Shares 44,162 Est. Cost $154.82 Unrealized -16.7%
BX BLACKSTONE INC 1.4%
Value ($000) $5,360 Shares 40,944 Est. Cost $39.22 Unrealized +160.2%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $5,185 Shares 17,585 Est. Cost $76.66 Unrealized +74.4%
IAU ISHARES GOLD TR 1.3%
Value ($000) $5,048 Shares 129,335 Est. Cost $33.71 Unrealized
DKNG DRAFTKINGS INC NEW 1.3%
Value ($000) $4,943 Shares 140,215 Est. Cost $14.08 Unrealized +137.6%
KKR KKR & CO INC 1.2%
Value ($000) $4,779 Shares 57,686 Est. Cost $24.47 Unrealized +173.1%
PEP PEPSICO INC 1.0%
Value ($000) $3,903 Shares 22,983 Est. Cost $112.90 Unrealized +36.2%
FDS FACTSET RESH SYS INC 1.0%
Value ($000) $3,831 Shares 8,030 Est. Cost $153.60 Unrealized +186.5%
FIRST TR ENERGY INCOME & GRO 0.9%
Value ($000) $3,645 Shares 251,712 Est. Cost $18.68 Unrealized
ICLN ISHARES TR 0.9%
Value ($000) $3,594 Shares 230,841 Est. Cost $21.62 Unrealized
APO APOLLO GLOBAL MGMT INC 0.9%
Value ($000) $3,565 Shares 38,255 Est. Cost $61.02 Unrealized +40.2%
META META PLATFORMS INC 0.9%
Value ($000) $3,424 Shares 9,674 Est. Cost $150.07 Unrealized +115.5%
AMZN AMAZON COM INC 0.9%
Value ($000) $3,415 Shares 22,479 Est. Cost $126.31 Unrealized +11.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $3,256 Shares 6 Est. Cost $235014.33 Unrealized +127.2%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $2,858 Shares 19,114 Est. Cost $138.45 Unrealized
CG CARLYLE GROUP INC 0.7%
Value ($000) $2,789 Shares 68,545 Est. Cost $24.55 Unrealized +25.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,708 Shares 17,276 Est. Cost $100.19 Unrealized +43.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,541 Shares 7,124 Est. Cost $181.06 Unrealized +93.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,490 Shares 49,863 Est. Cost $48.18 Unrealized
IEFA ISHARES TR 0.6%
Value ($000) $2,449 Shares 34,808 Est. Cost $66.22 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,298 Shares 7,393 Est. Cost $279.10 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,253 Shares 16,126 Est. Cost $110.36 Unrealized +20.8%
SO SOUTHERN CO 0.6%
Value ($000) $2,243 Shares 31,992 Est. Cost $44.58 Unrealized +43.0%
BLACKSTONE SENI FLTN RAT 202 0.5%
Value ($000) $2,110 Shares 158,074 Est. Cost $15.04 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $2,071 Shares 5,975 Est. Cost $145.78 Unrealized +101.5%
GOOG ALPHABET INC 0.5%
Value ($000) $1,819 Shares 12,910 Est. Cost $121.88 Unrealized +10.5%
BA BOEING CO 0.5%
Value ($000) $1,765 Shares 6,770 Est. Cost $131.30 Unrealized +62.9%
NUVEEN FLOATING RATE INCOME 0.5%
Value ($000) $1,760 Shares 214,090 Est. Cost $8.21 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,743 Shares 9,115 Est. Cost $146.43 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,656 Shares 8,839 Est. Cost $83.28 Unrealized +88.5%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,615 Shares 9,496 Est. Cost $101.02 Unrealized +43.4%
KO COCA COLA CO 0.4%
Value ($000) $1,580 Shares 26,813 Est. Cost $39.25 Unrealized +35.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,560 Shares 10,644 Est. Cost $104.74 Unrealized +34.2%
SKLZ SKILLZ INC 0.4%
Value ($000) $1,541 Shares 247,008 Est. Cost $11.57 Unrealized -51.7%
UPST UPSTART HLDGS INC 0.4%
Value ($000) $1,458 Shares 35,688 Est. Cost $235.03 Unrealized -87.0%
WMT WALMART INC 0.4%
Value ($000) $1,427 Shares 9,051 Est. Cost $36.01 Unrealized +43.4%
XBI SPDR SER TR 0.3%
Value ($000) $1,342 Shares 15,032 Est. Cost $107.42 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,322 Shares 4,592 Est. Cost $188.34 Unrealized +35.4%
ALLO ALLOGENE THERAPEUTICS INC 0.3%
Value ($000) $1,306 Shares 406,847 Est. Cost $23.13 Unrealized -87.7%
INTC INTEL CORP 0.3%
Value ($000) $1,272 Shares 25,323 Est. Cost $31.74 Unrealized +26.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,234 Shares 20,308 Est. Cost $68.85 Unrealized -22.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,226 Shares 5,169 Est. Cost $216.02 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,207 Shares 11,074 Est. Cost $47.70 Unrealized +102.9%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,189 Shares 35,325 Est. Cost $20.92 Unrealized +32.0%
PSTG PURE STORAGE INC 0.3%
Value ($000) $1,134 Shares 31,797 Est. Cost $24.79 Unrealized +41.5%
V VISA INC 0.3%
Value ($000) $1,090 Shares 4,186 Est. Cost $212.06 Unrealized +14.4%
HAS HASBRO INC 0.3%
Value ($000) $1,085 Shares 21,240 Est. Cost $65.40 Unrealized -29.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,084 Shares 3,656 Est. Cost $167.55 Unrealized +54.4%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,051 Shares 7,047 Est. Cost $94.46 Unrealized +45.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,050 Shares 11,630 Est. Cost $105.77 Unrealized -18.5%
IYW ISHARES TR 0.3%
Value ($000) $1,029 Shares 8,383 Est. Cost $99.82 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,015 Shares 2,135 Est. Cost $368.79 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $972 Shares 33,748 Est. Cost $31.96 Unrealized -17.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $915 Shares 5,595 Est. Cost $95.52 Unrealized +48.1%
TSLA TESLA INC 0.2%
Value ($000) $906 Shares 3,648 Est. Cost $267.27 Unrealized -11.1%
IWD ISHARES TR 0.2%
Value ($000) $899 Shares 5,438 Est. Cost $116.34 Unrealized
OKTA OKTA INC 0.2%
Value ($000) $870 Shares 9,609 Est. Cost $107.82 Unrealized -29.2%
YUM YUM BRANDS INC 0.2%
Value ($000) $843 Shares 6,453 Est. Cost $83.66 Unrealized +43.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $830 Shares 1,258 Est. Cost $362.50 Unrealized +58.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $818 Shares 1,652 Est. Cost $27.55 Unrealized +68.1%
WDAY WORKDAY INC 0.2%
Value ($000) $800 Shares 2,897 Est. Cost $180.72 Unrealized +31.7%
UNP UNION PAC CORP 0.2%
Value ($000) $791 Shares 3,219 Est. Cost $144.01 Unrealized +45.3%
ADBE ADOBE INC 0.2%
Value ($000) $718 Shares 1,204 Est. Cost $379.30 Unrealized +52.1%
IYH ISHARES TR 0.2%
Value ($000) $718 Shares 2,509 Est. Cost $172.03 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $707 Shares 6,185 Est. Cost $117.80 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $658 Shares 1,351 Est. Cost $36.24 Unrealized +20.5%
CSCO CISCO SYS INC 0.2%
Value ($000) $636 Shares 12,595 Est. Cost $40.17 Unrealized +19.4%
GINKGO BIOWORKS HOLDINGS INC 0.2%
Value ($000) $620 Shares 367,000 Est. Cost $1.86 Unrealized
XEL XCEL ENERGY INC 0.2%
Value ($000) $610 Shares 9,861 Est. Cost $60.77 Unrealized -8.7%
IWF ISHARES TR 0.2%
Value ($000) $599 Shares 1,975 Est. Cost $303.17 Unrealized
IYK ISHARES TR 0.2%
Value ($000) $592 Shares 3,087 Est. Cost $120.77 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $572 Shares 3,002 Est. Cost $143.25 Unrealized +16.3%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $566 Shares 37,750 Est. Cost $23.21 Unrealized -44.1%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $565 Shares 1,488 Est. Cost $118.82 Unrealized +180.7%
S SENTINELONE INC 0.1%
Value ($000) $560 Shares 20,400 Est. Cost $40.89 Unrealized -52.6%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $558 Shares 552 Est. Cost $417.47 Unrealized +92.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $555 Shares 14,724 Est. Cost $41.46 Unrealized -25.2%
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $555 Shares 39,085 Est. Cost $15.94 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $551 Shares 7,596 Est. Cost $72.54 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $542 Shares 2,585 Est. Cost $121.65 Unrealized +41.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $539 Shares 1,315 Est. Cost $303.07 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $532 Shares 3,282 Est. Cost $104.52 Unrealized +37.9%
APP APPLOVIN CORP 0.1%
Value ($000) $525 Shares 13,173 Est. Cost $67.99 Unrealized -42.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $523 Shares 993 Est. Cost $397.02 Unrealized +28.8%
T AT&T INC 0.1%
Value ($000) $521 Shares 31,072 Est. Cost $13.56 Unrealized +4.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $519 Shares 10,552 Est. Cost $43.23 Unrealized -5.1%
RTX RTX CORPORATION 0.1%
Value ($000) $514 Shares 6,106 Est. Cost $71.51 Unrealized +5.8%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $497 Shares 34,817 Est. Cost $15.09 Unrealized
HUDSON PAC PPTYS INC 0.1%
Value ($000) $475 Shares 51,013 Est. Cost $18.73 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $474 Shares 5,942 Est. Cost $54.87 Unrealized +30.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $442 Shares 758 Est. Cost $254.03 Unrealized +126.4%
WW INTL INC 0.1%
Value ($000) $372 Shares 42,500 Est. Cost $5.26 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $365 Shares 6,977 Est. Cost $94.34 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $364 Shares 1,564 Est. Cost $161.29 Unrealized +37.7%
ORCL ORACLE CORP 0.1%
Value ($000) $351 Shares 3,326 Est. Cost $77.77 Unrealized +37.2%
DOW DOW INC 0.1%
Value ($000) $349 Shares 6,373 Est. Cost $51.25 Unrealized -12.8%
NKE NIKE INC 0.1%
Value ($000) $349 Shares 3,217 Est. Cost $113.26 Unrealized -9.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $347 Shares 899 Est. Cost $299.33 Unrealized +6.2%
GLW CORNING INC 0.1%
Value ($000) $345 Shares 11,343 Est. Cost $38.31 Unrealized -29.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $343 Shares 646 Est. Cost $565.50 Unrealized -15.0%
BLACKROCK FLOATING RATE INC 0.1%
Value ($000) $332 Shares 26,822 Est. Cost $13.63 Unrealized
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $332 Shares 4,550 Est. Cost $63.26 Unrealized +1.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $318 Shares 5,159 Est. Cost $37.36 Unrealized +40.0%
IVV ISHARES TR 0.1%
Value ($000) $296 Shares 619 Est. Cost $478.00 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $296 Shares 8,000 Est. Cost $35.01 Unrealized +7.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $293 Shares 670 Est. Cost $436.57 Unrealized
MMM 3M CO 0.1%
Value ($000) $292 Shares 2,670 Est. Cost $120.60 Unrealized -37.4%
KLAC KLA CORP 0.1%
Value ($000) $283 Shares 486 Est. Cost $407.84 Unrealized +25.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $275 Shares 645 Est. Cost $327.24 Unrealized +21.4%
LAM RESEARCH CORP 0.1%
Value ($000) $272 Shares 347 Est. Cost $629.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $268 Shares 5,221 Est. Cost $54.77 Unrealized -14.1%
SHEL SHELL PLC 0.1%
Value ($000) $267 Shares 4,054 Est. Cost $57.02 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $266 Shares 238 Est. Cost $92.23 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $265 Shares 5,802 Est. Cost $36.95 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $265 Shares 1,786 Est. Cost $132.62 Unrealized +7.1%
IBB ISHARES TR 0.1%
Value ($000) $265 Shares 1,950 Est. Cost $120.51 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $262 Shares 3,624 Est. Cost $58.78 Unrealized +9.4%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $251 Shares 5,917 Est. Cost $47.53 Unrealized -2.1%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $251 Shares 1,061 Est. Cost $217.72 Unrealized -8.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $250 Shares 5,691 Est. Cost $39.43 Unrealized +1.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $249 Shares 2,142 Est. Cost $88.88 Unrealized +23.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $248 Shares 3,805 Est. Cost $40.92 Unrealized +45.5%
PPG PPG INDS INC 0.1%
Value ($000) $246 Shares 1,642 Est. Cost $114.90 Unrealized +12.2%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $241 Shares 4,800 Est. Cost $69.09 Unrealized -25.3%
SDY SPDR SER TR 0.1%
Value ($000) $237 Shares 1,896 Est. Cost $125.11 Unrealized
QDF FLEXSHARES TR 0.1%
Value ($000) $236 Shares 3,830 Est. Cost $61.53 Unrealized
EQX EQUINOX GOLD CORP 0.1%
Value ($000) $233 Shares 47,664 Est. Cost $5.01 Unrealized -5.4%
ITOT ISHARES TR 0.1%
Value ($000) $227 Shares 2,155 Est. Cost $97.84 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $227 Shares 861 Est. Cost $213.47 Unrealized +4.7%
SLV ISHARES SILVER TR 0.1%
Value ($000) $224 Shares 10,291 Est. Cost $22.02 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $223 Shares 18,326 Est. Cost $10.68 Unrealized -9.8%
IYM ISHARES TR 0.1%
Value ($000) $223 Shares 1,613 Est. Cost $124.77 Unrealized
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $220 Shares 16,357 Est. Cost $7.34 Unrealized +76.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $220 Shares 743 Est. Cost $251.22 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $211 Shares 2,725 Est. Cost $108.94 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $208 Shares 593 Est. Cost $312.68 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $206 Shares 11,391 Est. Cost $15.63 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $206 Shares 3,335 Est. Cost $52.02 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $203 Shares 4,008 Est. Cost $50.58 Unrealized
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $192 Shares 57,372 Est. Cost $4.73 Unrealized
REDFIN CORP 0.0%
Value ($000) $181 Shares 17,553 Est. Cost $31.39 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $163 Shares 41,897 Est. Cost $5.07 Unrealized
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $127 Shares 20,000 Est. Cost $8.16 Unrealized -23.5%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $118 Shares 11,079 Est. Cost $10.26 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $110 Shares 45,090 Est. Cost $8.47 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $97 Shares 20,466 Est. Cost $3.25 Unrealized +31.7%
HANESBRANDS INC 0.0%
Value ($000) $96 Shares 21,472 Est. Cost $6.36 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $84 Shares 13,781 Est. Cost $23.12 Unrealized -76.7%
ARIS ARIS MNG CORP 0.0%
Value ($000) $83 Shares 25,000 Est. Cost $2.36 Unrealized +17.2%
ANNX ANNEXON INC 0.0%
Value ($000) $77 Shares 17,000 Est. Cost $16.16 Unrealized -84.7%
KRONOS BIO INC 0.0%
Value ($000) $65 Shares 51,968 Est. Cost $41.40 Unrealized
CELLECTAR BIOSCIENCES INC 0.0%
Value ($000) $64 Shares 23,000 Est. Cost $2.77 Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $62 Shares 70,250 Est. Cost $5.85 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.0%
Value ($000) $58 Shares 12,900 Est. Cost $2.96 Unrealized 0.0%
CAPR CAPRICOR THERAPEUTICS INC 0.0%
Value ($000) $53 Shares 10,894 Est. Cost $4.19 Unrealized -22.3%
FINANCE OF AMERICA COMPAN 0.0%
Value ($000) $50 Shares 45,722 Est. Cost $4.94 Unrealized
MFS GOVT MKTS INCOME TR 0.0%
Value ($000) $48 Shares 15,000 Est. Cost $3.10 Unrealized
CSI COMPRESSCO LP 0.0%
Value ($000) $30 Shares 18,518 Est. Cost $1.19 Unrealized
PROCESSA PHARMACEUTICALS INC 0.0%
Value ($000) $22 Shares 64,956 Est. Cost $5.61 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $14 Shares 19,000 Est. Cost $1.23 Unrealized
CYBIN INC 0.0%
Value ($000) $12 Shares 30,000 Est. Cost $0.53 Unrealized
DNABW GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1 Shares 10,800 Est. Cost $0.56 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $97.28 Unrealized +87.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 35,200 Est. Cost $43.23 Unrealized -5.1%